Salomon & Ludwin, LLC
Annual return '25
+2.1%
SPY '25
+17.7%
Alpha
-15.6ptsvs SPY
Invested
$1.1B
Holdings
2,092
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SUB
ISHARES SHORT-TERM
Held since at least Q1 2024
6.8%
02
$IVW
ISHARES S&P 500 GROWTH
Held since at least Q1 2024
6.1%
03
$JMST
JPMORGAN ULTRA-SHORT
Held since at least Q1 2024
5.4%
04
$XLK
STATE STREET TECHNOLOGY
Held since at least Q1 2024
5.2%
05
$BIL
STATE STREET SPDR
Held since at least Q1 2024
4.3%
06
$VOO
VANGUARD S&P 500 ETF
Q1 2026: New position (17.0k shares)
4.2%
07
$IVE
ISHARES S&P 500 VALUE
Held since at least Q1 2024
3.5%
08
$VTEB
VANGUARD TAX-EXEMPT BOND
Held since at least Q1 2024
2.5%
09
$SPY
STATE STREET SPDR S&P
Held since at least Q1 2024
2.5%
10
$VEA
VANGUARD FTSE DEVELOPED
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.